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Zeke Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Zeke Capital Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,860
Closed -$1.63M – 537
2022
Q3 		$1.63M Hold
15,860
– – 0.12% 87
2022
Q2 		$1.82M Buy
+15,860
New +$1.87M 0.12% 85

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Zeke Capital Advisors's TLT Position: Q4 2022 in Review

Zeke Capital Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2022, closing a stake of 15,860 shares — an estimated $1.63M sold.

Zeke Capital Advisors first reported a position in TLT in Q2 2022 and held it in 2 quarters. The position peaked at $1.82M in Q2 2022. 776 funds tracked by Wall St. Rank hold TLT as of Q4 2022.

  • Zeke Capital Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Zeke Capital Advisors sold 15,860 iShares 20+ Year Treasury Bond ETF shares in Q4 2022, an estimated $1.63M.
  • Zeke Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Zeke Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.82M in Q2 2022.
  • 776 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.